Bullogic Wealth Management

Bijan R

May 6, 2024on

Adam and Rob are consummate professionals. Navigating challenging transitions in financial planning was made easier with their expertise. I really appreciate the effort they put into helping me achieve my goals. I would highly recommend Bullogic to anyone looking for assistance in financial planning/budgeting and all things investment related.

Katerina Satori

Apr 7, 2024on

Thank you for a wonderful service with my business accounting and tax preparation support. I am at ease knowing that I am supported the experts of their craft. Thank you Adam!

Clark Archer

Jan 19, 2024on

I recently had the opportunity to engage the services of Bullogic Wealth Management for the first time, and I must say, it was a truly enlightening experience. Their expertise and guidance have opened my eyes to the many ways in which professional financial planning can enhance one's life. The team here is knowledgeable, attentive, and genuinely interested in my financial well-being, which is something I deeply appreciate. Sincerely thankful for their service, and I highly recommend them to anyone seeking professional financial advice.

J.L.C

Jan 16, 2024on

I have had the pleasure of working with Adam Beaty for a couple of years now as I worked through some major financial decisions during retirement. With his expert guidance expertise and in depth knowledge my financial plan became clear and was implemented flawlessly. Along the way, Adam has had ample patience with my need for explanations and reassurance, and I’ve been able to trust that his recommendations are sound and based upon experience. I also appreciate his tax knowledge and that he is able to do my taxes and that he has a partner who is also involved in my financial plan. Although we communicate virtually due to residing in different states, I’ve always felt Adam was easily available as needed. I would not think twice about recommending him to my family and friends.

Andrew Nguyen

Dec 7, 2023on

Adam is awesome. Personable, great advice, and always available for questions. We’ve been working with him for a few years now after our first financial planner ghosted us.

Nanci Warner-Carreon

Dec 7, 2023on

It is always a pleasure, and brings much peace of mind, to be doing business with Bullogic Wealth Management. Managing one’s finances is no easy feat, and we feel having BWM in our corner has been the correct decision.

Rachel Britt

Nov 9, 2023on

When I was looking for an advisor, I wanted someone who could manage all aspects of our financial plan. As a CFP, Adam and team handle everything we need including tax advice, investments, budgeting, and more. They are very responsive to our requests and questions and have been able to help us with everything we've needed so far. I highly recommend Bullogic!

Jake S

Feb 14, 2023on

Adam has been helping my family for over two years. I'm very particular about who I have managing our finances, and finding Adam was a blessing. His fee-only approach and wealth of knowledge about retirement accounts and taxes have been instrumental to our financial goals. Although we are several years from retirement, I'll always be at ease knowing he's a phone call or email away.

SJ

Nov 7, 2022on

Adam is very knowledgeable and will go out of his way to meet your financial needs. He is very responsive and does a great job explaining the best way to manage your finances.

Jeremy Stover (Wandering Tutor)

Nov 7, 2022on

My wife and I have been working with Adam for about a year and a half now. He has been available every time we had a question, and he is always on top of the things that we miss. Its like having a second more responsible brain. Why anyone would try to file their own taxes instead of this is beyond me.

Jenny Hoober

Aug 7, 2022on

We have worked with Adam for about a year, and my husband and I could not be happier. To have someone personally available (he is always easy to get ahold of) to advise us on everything from life insurance to tax filing to assessing our employer health benefits is enormous peace of mind. He’ll even hop on the call to be with us as we call to move money from one company or account to another. He genuinely cares about our financial well being, and I am grateful we found him.

Chris Thornburg

Nov 7, 2021on

My wife and I decided to start being grown ups and we found Adam and could not be more pleased. We like to consider ourselves fiscally responsible, but working with Bullogic just makes it easier, and it feels like we have a leg up in our financial health. Aside from helping us develop a more detailed financial plan, theres a really personal touch that Bullogic offers that you really only get from a small business. Adam knows you, your family, conversations from six months ago. Hes really on the ball. They do goodwill for the sake of goodwill, and thats exactly the thing that separates Bullogic from an HR Block of the world. Thats old school business development, and its the kind of people I want to work with. Couldnt recommend enough. Positive Responsiveness, Professionalism